EI
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Ethic Inc’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Ethic Inc’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-28,180
Closed -$708K – 1295
2025
Q2 		$708K Sell
28,180
-49,211
-64% -$1.23M 0.01% 716
2025
Q1 		$1.93M Buy
77,391
+5,575
+8% +$138K 0.04% 422
2024
Q4 		$1.77M Hold
71,816
– – 0.04% 438
2024
Q3 		$1.76M Hold
71,816
– – 0.04% 419
2024
Q2 		$1.76M Hold
71,816
– – 0.04% 418
2024
Q1 		$1.76M Buy
+71,816
New +$1.75M 0.04% 420

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Ethic Inc's SUSB Position: Q3 2025 in Review

Ethic Inc sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2025, closing a stake of 28,180 shares — an estimated $708K sold.

Ethic Inc first reported a position in SUSB in Q1 2024 and held it in 6 quarters. The position peaked at $1.93M in Q1 2025. 290 funds tracked by Wall St. Rank hold SUSB as of Q3 2025.

  • Ethic Inc reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Ethic Inc sold 28,180 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2025, an estimated $708K.
  • Ethic Inc first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2024 and held it in 6 quarters.
  • Ethic Inc's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.93M in Q1 2025.
  • 290 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2025.

Based on Ethic Inc's 13F filing for Q3 2025, filed 17 Oct 2025.